Ahrens Investment Partners’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $69.7K | Buy |
+919
| New | +$69.7K | 0.03% | 269 |
|
|
2022
Q3 | – | Sell |
-3,075
| Closed | -$250K | – | 917 |
|
|
2022
Q2 | $250K | Sell |
3,075
-530
| -15% | -$43.1K | 0.11% | 142 |
|
|
2022
Q1 | $285K | Sell |
3,605
-1,921
| -35% | -$152K | 0.09% | 150 |
|
|
2021
Q4 | $444K | Sell |
5,526
-493
| -8% | -$39.6K | 0.2% | 108 |
|
|
2021
Q3 | $431K | Sell |
6,019
-746
| -11% | -$53.4K | 0.21% | 114 |
|
|
2021
Q2 | $494K | Buy |
6,765
+527
| +8% | +$38.5K | 0.23% | 119 |
|
|
2021
Q1 | $432K | Buy |
+6,238
| New | +$432K | 0.22% | 115 |
|